Introducing our new Flat Fee Pricing Models
Basic Packages IncludeMonthly Bookkeeping
Business tax Return One Personal tax Return Email Support Only Must File Before 4/15 Sole Proprietors Starting at $274 per month Partnerships, S-Corp, C-Corp Starting at $314 per month |
Pro Packages includeMonthly Bookkeeping
Business Tax Return One Personal Tax Return Email or Phone Support (No Office) Tax Planner Pro Access Extensions Available Estimated Tax Calculations Sole Proprietors Starting at $284 per month Partnerships, S-Corp, C-Corp Starting at $334 per month |
Elite Packages includeMonthly Bookkeeping
Business Tax Return One Personal Tax Return In Office/ Phone/Skype/Email support Tax Planner Pro Access Full Tax Planning Module Additional State Returns Priority Service (head of line privileges) Estimated Tax Calculations Monthly Tax Projections Sole Proprietors Starting at $324 per month Partnerships, S-Corp, C-Corp Starting at $384 per month |
Individual services:Audit Defense - Free for Elite Package 1120 - 1120S - 1065 Preparation Single Member LLC and CA LLC Return 1040 with Schedule C or 1 Schedule E Corporation Setup Each Additional Personal return and planning as part of S-Corp or Partnership: Payroll: Will either use QB or a third party Unlimited email/phone/Skype/in Person support (Inluded in Elite) Access to Tax Planner Pro Monthly Tax Planning including strategies and one support email (Inc. in Elite) Additional State Returns (individuals and businesses) Bookkeeping Packages can be added: Setup Fee if not already done QBO/QB (0 if you already have subscription) Accounts Payable Accounts Receivable No Monthly Bookkeeping package as part of any package Weekly Bookkeeping Package Monthly Bookkeeping Package Quarterly bookkeeping Package Included in Monthly/Weekly BK package: Monthly/Weekly Reconciliations Monthly/Weekly Financial reports sent to your inbox 2 Monthly calls to discuss financials Building Financial Reports to prepare Tax Returns (QB or Spreadhseets) |
Price:$40/Month $800-$1100 up to 4 shareholders/partners $650 $550 $1000 Plus any state required fees $59/Month $100/Month plus $39/month each additional employee $60/Month $55/Month $100/Month $10/Month $450 $75/Month (subject to change in either direction) $285/Month $285/Month Deduct $235/Month from any package Current rate is $45/hour not to exceed $1800/month Current rate is $45/hour Not to exceed $900/month $850/quarter $450 Setup plus $235/Month for back work |
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One Time Business Owner Basic Checkup:
Estimate your tax bill $249 |
Business Owner Checkup to Include:
One time checkup in the basic package plus: Provide Strategies to reduce your tax bill 1 End of Year follow-up by email $399 |
Tax Resolution and Penalty Abatement Services pricing is available. A situational review is required for a quote. Contact us today for your FREE half hour consultation if you have received a letter from the IRS or the Franchise Tax Board. Hourly rates are typically $150-$200/hour, or, if you decide to use our Resolution Services, we have value set flat fees for the required services so that you don't feel gouged or cheated because we are taking our time.
Business Consulting, Business Coaching, and Process Improvement rates are typically $150/hour. Dependent on the services needed and the length of time that the services are needed, monthly value flat fee based packages can be arranged. We will sign any NDA, evaluate your books and processes, perform an analysis of your business, help you develop your business goals, coach you through the process, and re-evaluate at the end of the pre-determined cycle.
